Student Financial Resource Assistant

Responsibilities

• Serve as initial point of contact regarding the student financial account.
• Counsel students regarding payment options and eligibility requirements for federal, state and institutional aid programs.
• Make contacts and/or referrals to other administrative staff and departments as appropriate.
• Assist students with questions in reference to their student account.
• Act as cashier.
• Assist students and parents who are having difficulties navigating online enrollment, payment, and financial aid processes.
• Provide information, forms, and one‑on‑one guidance regarding the student financial account.
• Process payments towards the account and provide assistance to the student with all aspects of their account.
• Perform daily reconciliation of cash receipts and drawer totals.

Serve as a point of contact by phone or in person regarding student financial services, to include: 70%

• Provide accurate information to all prospective and continuing students and/or parents regarding all aspects of the student financial account, educational costs and strategies for meeting college costs.
• Using knowledge of federal, state, and university policies and procedures, provide information and/or one‑on‑one guidance to students and/or parents regarding the availability of financial aid opportunities, the application process, document submission, Final date to receive applicationss, program eligibility, and the posting of funds to the student account.
• Answer questions concerning student account charges and billing.
• Using professional judgment and guidance from supervisor, resolve issues related to enrollment holds, payment plans, charges and credits making adjustments to student records and accounts as approved.
• Gather pertinent information regarding unresolved issues.
• Follow up with other staff within the Student Financial Services office and other university departments to resolve.
• Provide follow‑up to student and/or parent regarding outcome of problem resolution.
• Using the Banner system and/or in consultation with financial aid counselors, research, troubleshoot and resolve financial aid delays, including the status of applications while referring complex issues to the appropriate staff member.
• Maintain a supply of student financial services related literature for students and parents in the lobby area.
• Access student account for amount owed, process payments.
• Collect student endorsement on alternative loan and scholarship checks.
• Apply check to the student accounts.
• Perform daily reconciliation of drawer total and cash receipts and prepare daily cashiering reports for Accounting Services.
• Fiscally responsible for cash drawer in the amount of $500.00.
• Provide general technical assistance to students and parents accessing Touch Net, Banner Self‑service, University portal in order to access their student account.

Review and respond to Service Tracking tickets: 30%

• Place departmental orders using Sci‑Quest;
  Process travel and purchasing card packets as needed.
• Complete and print end of day cashiering reports.
• Send electronic files.
• Receive and process electronic check returns; resubmit and collect as needed.
• Assist with monthly review and collection activities as needed.
• Assist with financial literacy program as needed.
• Maintain website; review and manage content.

• Associate's degree
• Degree in Business or related field
• Education may be substituted for experience or experience may be substituted for education. Note that equivalencies are based on the following: AA = 2 years experience; BA/BS = 4 years experience; MA/MS = 6 years experience;
  PhD = 8 years experience.

• One year customer service experience required.
• One year cashier experience required.
• Previous Banner and Financial Aid experience preferred.

The anticipated start date for this position is no sooner than 07/16/2026.